ALFA Finder| Revenue growth | 44% YoY growth driven by HPP, Specialty, and CDMO. |
|---|---|
| Margins | EBITDA margin 34.2%, up 566 bps YoY; target 32-33% range. |
| Order book | Visibility on 4-5 new molecules in Agchem space. |
| Demand visibility | Strong pipeline in advanced materials and long-term R32 demand. |
| Management confidence | High; company became net debt free during the quarter. |
Growth
Revenue grew 44% YoY to INR 1,044 Cr. EBITDA up 73% to INR 357 Cr; PAT up 108% to INR 243 Cr.
Outlook
Ongoing capex includes INR 90 Cr for advanced materials, INR 125 Cr for CDMO Phase 2, and R32 expansion.
Risks
Pricing pressure in Agchem (LatAm market) and global supply chain risks due to geopolitical tensions.
Last quarter's promises, checked
Delivered
- HFC/R32 expansion on track → Delivered Q1 FY27 capacity online (= BEAT)
- Target 30% (+/- 2%) EBITDA margins → Delivered 34.2% (= BEAT)
- CDMO revenue target $100m/INR 541cr+ path → Delivered 82% YoY growth (= BEAT)
Partly delivered
- Nectar project utilization 75-80% by FY28 → Ongoing ramp-up (= PARTIAL)
- Chemours project commissioning June/July 2026 → Transitioning to revenue phase (= PARTIAL)
Investor Presentation filed with BSE, NSE: NAVINFLUOR. Summary written with AI assistance from the document.
Navin Fluorine International Ltd: key numbers
- Share price
- ₹9,733.00
- Market cap
- ₹49,961 Cr
- Revenue (annual)
- ₹3,314 Cr
- Net profit (annual)
- ₹663.5 Cr
- P/E (TTM)
- 54.9×Sector 35.5×
- Promoter holding
- 27.08%+0.00% QoQ
- FII holding
- 23.38%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Navin Fluorine International Ltd
All →Navin Fluorine International Earnings Call Transcript: Key Takeaways
Navin Fluorine delivered a massive 57% revenue growth driven by strong HPP and Specialty segments. Management maintained a robust 34.2% EBITDA margin despite a volatile geopolitical environment.
- Call
- Guides 25% growth
Navin Fluorine International Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue Rs 1,190.7 Cr (+57% YoY), EBITDA Rs 407.5 Cr (+66%), margin 34.2%, PAT Rs 269.2 Cr (+81%). Growth across all three verticals.
Navin Fluorine International Dividend
Navin Fluorine declared ₹8 per share interim dividend for FY 27. Record date is November 5, 2026; payment on or after November 26, 2026.
Navin Fluorine International Q2 FY27 Results: Net Profit ₹269.2 Cr, Up 81.4% YoY
Navin Fluorine International Ltd reported revenue from operations of ₹1,191 Cr (+57.0% YoY) and net profit of ₹269.2 Cr (+81.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹269.2 Cr · +81.4% YoY
Navin Fluorine International Order Update: ₹1,710 Cr
Navin Fluorine's subsidiary NFASL amended its $410M Honeywell/Solstice HFO contract, extending tenure to December 2032. Additional revenue potential is about $180M, taking total contract value to about $590M.
- Value
- ₹1,710 Cr
- From
- Solstice Advanced Materials US, Inc. (assignee of Honeywell International Inc.)
- Execution
- Extended to December 2032 (total 11 years)
Navin Fluorine International Employee Stock Options
Navin Fluorine allotted 23,500 equity shares to employees on exercise of options under its ESOP Scheme 2017. No cash consideration or transaction value is stated in the filing.